Theodore J. van Gerven, ​CFP® Modern Wealth Builders, LLC

About Theodore J. van Gerven, CFP®

Are you a Gen X or Y professional looking to:

– Do more with your money

– Invest for financial freedom

– Protect your family, assets, and income

– Plan for the expected and unexpected

At Modern Wealth Builders, my goal is to help you build wealth both monetarily and spiritually. Helping people identify what truly matters to them, and how to use their money efficiently to accomplish those goals is My Why.

I currently split my time traveling back and forth between the island of Martha’s Vineyard and the Greater Boston area meeting with clients both in-person and virtually.

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Recently Published

Incentive Stock Options, FOMO, and Regret Minimization

November 21, 2019

Incentive Stock Options (ISOs) are one of the most complicated forms of employer stock compensation. In this podcast episode, I discuss the basics of ISOs, how they function from a tax perspective and some major pitfalls to be aware of. One of the most common pitfalls people neglect is looking into potential alternative minimum tax […]

The post Incentive Stock Options, FOMO, and Regret Minimization appeared first on Modern Wealth Builders, LLC.

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Why You Should Build a Financial Fortress Around Your Primary Business

November 11, 2019

At what point in your business’s lifecycle are you? Are you at the point where reinvesting in your business (increasing employees, equipment, etc.) provides diminishing profit returns? If so, consider creating a financial fortress outside of your business so that you are NOT dependent on your business to supplement your lifestyle. When you create a […]

The post Why You Should Build a Financial Fortress Around Your Primary Business appeared first on Modern Wealth Builders, LLC.

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5 Steps To Prepare for Financial Success

November 6, 2019

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” ― Abraham Lincoln If you’re looking to set yourself up for long term financial success, you must take the time to put systems in place to quickly grow your net worth. Preparation is essential so that you […]

The post 5 Steps To Prepare for Financial Success appeared first on Modern Wealth Builders, LLC.

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Ideal Clients

  • Gen Y/Millennials
  • Sales Professionals
  • Technology Professionals
  • Travel Enthusiasts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $200+/mo

Pricing varies by services offered. Contact advisor for additional fee options.

SEC Records

States Registered

  • Massachusetts

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